Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s HSBC HSBC Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio HSBC Stock Details HSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.64M Sell
31,295
-6,482
-17% -$549K 0.01% 1240
2025
Q4 		$3.1M Buy
37,777
+8,444
+29% +$604K ﹤0.01% 1270
2025
Q3 		$2.07M Buy
29,333
+5,503
+23% +$358K ﹤0.01% 1412
2025
Q2 		$1.45M Sell
23,830
-5,561
-19% -$317K ﹤0.01% 1524
2025
Q1 		$1.69M Buy
29,391
+1,897
+7% +$104K ﹤0.01% 1334
2024
Q4 		$1.36M Buy
27,494
+5,820
+27% +$270K ﹤0.01% 1382
2024
Q3 		$979K Buy
21,674
+542
+3% +$23.5K ﹤0.01% 1410
2024
Q2 		$919K Buy
21,132
+733
+4% +$31.5K ﹤0.01% 1319
2024
Q1 		$803K Buy
20,399
+873
+4% +$34.1K ﹤0.01% 1336
2023
Q4 		$792K Sell
19,526
-357
-2% -$13.8K ﹤0.01% 1263
2023
Q3 		$785K Buy
+19,883
New +$784K ﹤0.01% 1196

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